Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McCoid is a financial advisor with Charles Schwab & Co., Inc. based in Omaha, NE. Scott has over 17 years of experience in the financial services industry. Scott has a Series 7, Series 66 and SIE licenses and has held previous roles at TD Ameritrade, Inc. and RBC Capital Markets Corporation. Scott specializes in providing financial planning advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
10/04/2021 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/22/2018 - 10/19/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
03/26/2010 - 02/07/2017
TD AMERITRADE, INC. (OMAHA NE)
NE
05/21/2004 - 03/25/2010
RBC CAPITAL MARKETS CORPORATION (OMAHA NE)
BOTH
Issued 06/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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